Setting up Energy & Utilities Contact Center Console requires that you configure your Salesforce Org, download and deploy Console components, and configure permissions.
You can choose to set up the Contact Center Console by itself, or with Salesforce Field Service. Field Service, helps your service agents manage work orders, schedule service visits, and record service details through an online portal.
To set up Energy & Utilities Contact Center Console, complete the tasks in each of these sections:
- Configure Your Org for Contact Center Console
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Configure Permissions for Energy & Utilities Contact Center Console Users
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Set Up Energy and Utilities Contact Center Console Features and optionally, Additional Contact Center Console Configuration
To set up Energy & Utilities Contact Center Console with Field Service, complete the tasks in each of these sections:
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Configure Your Org for Contact Center Console with Field Service
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Post Deployment Steps for Contact Center Console with Field Service
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Configure Permissions for Energy & Utilities Contact Center Console Users
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Set Up Energy and Utilities Contact Center Console Features and optionally, Additional Contact Center Console Configuration
The Contact Center Console set up process can take a bit of time to fully complete. Refer back to this page to remind you of what tasks you have completed and which ones remain. Be sure to allow ample time for these setup tasks.
- Configure Your Org for Contact Center Console
Configure your org for Contact Center Console. After you complete this configuration, you can download and deploy the Contact Center Console components. - Configure Your Org for Contact Center Console with Field Service
Configure your target org for Energy & Utilities Contact Center Console. After you complete this configuration, you will download and deploy Contact Center Console Components. - Download and Deploy Contact Center Console Components
Contact Center Console components are available to you as static resources in your Salesforce org. To use these components, download and then deploy them into your org. - Post Deployment Steps for Contact Center Console
After downloading and deploying the Contact Center Console static resources, complete these post-deployment steps. - Post Deployment Steps for Contact Center Console with Field Service
After installing Contact Center Console through Static Resources, complete the post-deployment steps on your org. - Configure Permissions for Energy & Utilities Contact Center Console Users
Service Agents, Service Administrators, and SFS Contractors are three common types of Contact Center Console users. Learn more about the recommended permissions for these users. - Set Up Energy and Utilities Contact Center Console Features
Set up the Energy and Utilities Contact Center Console features based on your business needs. - Additional Contact Center Console Configuration
Customize these business process workflows to suit your organization's needs and requirements.